Kosmos Energy 過去の業績
過去 基準チェック /06
Kosmos Energyの収益は年間平均-25.8%の割合で減少していますが、 Oil and Gas業界の収益は年間 増加しています。収益は年間7.5% 1.5%割合で 増加しています。
主要情報
-25.85%
収益成長率
-22.68%
EPS成長率
| Oil and Gas 業界の成長 | 33.67% |
| 収益成長率 | 1.49% |
| 株主資本利益率 | -158.17% |
| ネット・マージン | -59.47% |
| 次回の業績アップデート | 03 Aug 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Aug 01
KOS: Elevated Production And Index Additions Will Still Pressure Shares
Analysts have raised their price target for Kosmos Energy from $1.40 to $1.64, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Kosmos Energy Kosmos Energy reported first quarter 2026 total net production of approximately 74,800 boepd, which the company described as a record quarterly high, with the figure described as up 25% versus the first quarter of 2025, driven by the Greater Tortue Ahmeyim LNG project and new wells at Jubilee.
ナラティブ更新 • Jul 09
KOS: Future Debt Reduction And Production Gains Will Support A More Optimistic Outlook
Analysts have modestly lifted their price target on Kosmos Energy to $4.95 from $4.30, citing updated assumptions around the discount rate, profit margin, revenue growth, and future P/E that better reflect the company’s current risk and return profile. What's in the News for Kosmos Energy Kosmos Energy reported higher output from the Jubilee field in Ghana in the first half of 2026, with the J76 well coming online in mid June and contributing about 20,000 barrels per day.Seeking Alpha • Jul 07
Kosmos Energy: A Step In The Right Direction With More Help From Oil Prices
Summary Kosmos Energy (KOS) reduced debt by $400 million to $2.56 billion. Production is expected to reach 90,000 BOED. That is ahead of the original forecast given in the first quarter. Survival—not value creation—remains the focus amid ongoing financial constraints. Further asset sales, potential equity raises, and sustained high oil prices are needed before KOS becomes an attractive investment. Debt remains a significant overhang. That debt continues to limit shareholder value. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 25
KOS: Future Deleveraging And Gas Output Will Coexist With Execution Risk
Analysts have adjusted their price target for Kosmos Energy to $3.11 from $2.51, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Kosmos Energy Kosmos Energy completed the sale of its interests in the Ceiba Field and Okume Complex in Block G offshore Equatorial Guinea to Panoro Energy for approximately US$127 million in upfront cash, with potential contingent payments of up to US$39.5 million tied to future production and oil prices, according to recent company announcements.ナラティブ更新 • Jun 08
KOS: Ongoing Equity Issuance And Deleveraging Efforts Will Pressure Shares
Analysts have slightly adjusted their price target on Kosmos Energy, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which leave their estimate of fair value at $1.40 per share. What's in the News Kosmos Energy reported record Q1 2026 net production of about 74,800 barrels of oil equivalent per day, up 25% year over year, with gains tied to the ramp up at Greater Tortue Ahmeyim and new wells at Jubilee, according to recent earnings coverage.ナラティブ更新 • May 25
KOS: Future Equity Issuance Will Pressure Shares Despite Higher Production Guidance
Analysts have lifted their price target for Kosmos Energy to $1.40 from $1.10, citing updates to discount rate assumptions, revenue growth expectations, profit margin forecasts, and a higher future P/E estimate. What's in the News Kosmos Energy issued production guidance for the first quarter of 2026, targeting 72,000 to 76,000 boe per day, and for full year 2026, targeting 70,000 to 78,000 boe per day (company guidance).
新しいナラティブ • May 10
A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair
Rating: Speculative Buy / High-risk value Style: Leveraged offshore E&P recovery Core debate: Is Kosmos just another debt-heavy small-cap oil and gas producer, or is it an underappreciated offshore cash-flow story with improving production, falling costs, and meaningful equity upside if management keeps deleveraging? Executive view Kosmos is not a “quality compounder” in the way Prysmian or Quanta are.分析記事 • May 08
Results: Kosmos Energy Ltd. Delivered A Surprise Loss And Now Analysts Have New Forecasts
Kosmos Energy Ltd. ( NYSE:KOS ) shareholders are probably feeling a little disappointed, since its shares fell 6.2% to...ナラティブ更新 • Apr 30
KOS: Future Equity Issuance And Asset Impairment Will Pressure Share Price
Analysts have raised their fair value estimate for Kosmos Energy, citing updated assumptions that include a fair value of $2.0 versus $1.1 previously; a discount rate of 12.32% versus 8.36%; revenue growth of a 2.34% decline versus 3.11% growth; a profit margin of 14.88% versus 19.66%; and a future P/E of 6.83x versus 2.47x. What's in the News Kosmos Energy filed a follow-on equity offering of common stock totaling US$175 million, indicating plans to raise additional capital through the equity market.ナラティブ更新 • Apr 16
KOS: Future Production Gains And Equity Raise Will Support A More Optimistic Outlook
Analysts have nudged their price target for Kosmos Energy slightly higher to $4.30, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and future P/E levels. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock, expanding the available share float through a new capital raise.ナラティブ更新 • Apr 02
KOS: Future Production And Equity Raise Will Support A More Optimistic Outlook
Analysts have raised their price target for Kosmos Energy to $4.30 from $3.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they say lead to a higher assessed fair value. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock.ナラティブ更新 • Mar 18
KOS: Future Output And Equity Raises Will Coexist With Ongoing Impairment Risk
Analysts have raised their price target for Kosmos Energy to $2.51 from $2.24, citing updated assumptions around discount rates, revenue growth, margins, and a much higher future P/E multiple. What's in the News Kosmos Energy filed a follow-on equity offering of $175 million in common stock, adding to its available capital base.ナラティブ更新 • Mar 04
KOS: Future Production And LNG Ramp Will Still Face Asset Impairment Risk
Analysts have raised their price target for Kosmos Energy to $2.24 from $2.10, reflecting updated assumptions on fair value, a lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News Kosmos issued production guidance for 2026, with expected volumes of 72,000 to 76,000 boe per day for the first quarter and 70,000 to 78,000 boe per day for the full year, providing clearer visibility on planned output levels.ナラティブ更新 • Feb 18
KOS: Future Production Increases Will Support Stronger Returns Beyond 2025
Analysts have made a small trim to their $2.13 price target for Kosmos Energy, bringing it to $2.10 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: adjusted from $2.13 to $2.10, a small downward change in the modelled estimate.ナラティブ更新 • Feb 04
KOS: Future Production Increases Will Support Stronger Returns Beyond 2025
Analysts have modestly raised their price target for Kosmos Energy to US$2.13 from US$2.10, citing an updated view that slightly lower discount rate assumptions, along with marginally stronger projected profit margins and future P/E, support a small uplift in fair value. Valuation Changes Fair Value Estimate: Adjusted slightly higher from US$2.10 to about US$2.13 per share.ナラティブ更新 • Jan 21
KOS: Future Production Guidance Will Support A More Optimistic Share Outlook
Analysts have revised their price target for Kosmos Energy to US$3.50 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Kosmos Energy issued new production guidance for the fourth quarter of 2025, expecting output in a range of 66,000 to 72,000 barrels of oil equivalent per day, giving you a clearer view of anticipated volumes into year end (Key Developments).分析記事 • Jan 15
Even With A 27% Surge, Cautious Investors Are Not Rewarding Kosmos Energy Ltd.'s (NYSE:KOS) Performance Completely
Those holding Kosmos Energy Ltd. ( NYSE:KOS ) shares would be relieved that the share price has rebounded 27% in the...ナラティブ更新 • Jan 06
KOS: Future Production Increases Will Support Stronger Returns Through 2025
Analysts have trimmed their fair value estimate for Kosmos Energy from US$2.65 to US$2.10. This reflects slightly softer projected revenue growth, a modestly lower future P/E assumption, and broadly unchanged profitability expectations.ナラティブ更新 • Dec 20
KOS: Future Production Gains Will Support Stronger Returns Through 2025
Analysts have slightly reduced their price target for Kosmos Energy, citing a refined fair value estimate of approximately 2.65 dollars per share and a lower future P/E assumption, partially offset by improved profit margin expectations. What's in the News Kosmos Energy reported third quarter 2025 net production of 65,500 barrels of oil equivalent per day, a 3% increase versus the second quarter of 2025 (company announcement of operating results).分析記事 • Dec 13
Kosmos Energy (NYSE:KOS) Has Debt But No Earnings; Should You Worry?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブ更新 • Dec 06
KOS: Future Production Stability Will Support Stronger Returns Through 2025
Narrative Update on Kosmos Energy Analysts have modestly trimmed their price target on Kosmos Energy from approximately $3.08 to $2.78 per share, reflecting slightly softer expectations for long term revenue growth, profitability, and future valuation multiples. What's in the News Reported third quarter 2025 net production of 65,500 barrels of oil equivalent per day, a 3% increase versus the second quarter of 2025 (company announcement of operating results).ナラティブ更新 • Nov 22
KOS: Rising Profit Margins Will Drive Stronger Returns Through 2025
Analysts have reduced their price target for Kosmos Energy from $3.34 to $3.08 per share. This change reflects updated expectations for slower revenue growth and a slightly higher discount rate, despite improved profit margins and a lower projected future P/E ratio.分析記事 • Nov 06
Investors Give Kosmos Energy Ltd. (NYSE:KOS) Shares A 27% Hiding
Kosmos Energy Ltd. ( NYSE:KOS ) shareholders that were waiting for something to happen have been dealt a blow with a...ナラティブ更新 • Nov 05
KOS: Upcoming Production Increase Will Drive Share Price Higher
Analysts have modestly reduced their price target for Kosmos Energy from $3.54 to $3.34. This change reflects updated expectations around growth and profitability in their valuation models.分析記事 • Oct 08
Returns At Kosmos Energy (NYSE:KOS) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...ナラティブ更新 • Sep 26
Full LNG Production Ramp-Up Will Expand Global Supply
Kosmos Energy’s consensus price target has decreased as weaker net profit margin and slightly lower revenue growth forecasts have weighed on analyst expectations, resulting in a reduced fair value estimate from $3.83 to $3.54. What's in the News Kosmos Energy provided Q3 and full-year 2025 production guidance of 65,000–71,000 boe/d and 65,000–70,000 boe/d, respectively.ナラティブ更新 • Sep 11
Full LNG Production Ramp-Up Will Expand Global Supply
Kosmos Energy's modestly lower price target reflects a slight decline in its future P/E ratio, while profitability remains steady, resulting in a marginal downward revision to a $3.83 fair value. What's in the News Kosmos Energy reported Q2 2025 production averaging 63,500 boepd, below guidance due to delayed GTA ramp-up and lower Jubilee output.分析記事 • Aug 26
Is Kosmos Energy (NYSE:KOS) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jul 24
Kosmos Energy Ltd. (NYSE:KOS) Screens Well But There Might Be A Catch
With a price-to-sales (or "P/S") ratio of 0.7x Kosmos Energy Ltd. ( NYSE:KOS ) may be sending bullish signals at the...分析記事 • Jul 03
Kosmos Energy (NYSE:KOS) Is Reinvesting At Lower Rates Of Return
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • May 01
Is Kosmos Energy (NYSE:KOS) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...収支内訳
収支内訳
Kosmos Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,370 | -815 | 168 | 0 |
| 31 Dec 25 | 1,289 | -700 | 156 | 0 |
| 30 Sep 25 | 1,392 | -329 | 193 | 0 |
| 30 Jun 25 | 1,489 | -160 | 163 | 0 |
| 31 Mar 25 | 1,547 | -12 | 178 | 0 |
| 31 Dec 24 | 1,676 | 190 | 183 | 0 |
| 30 Sep 24 | 1,786 | 218 | 147 | 0 |
| 30 Jun 24 | 1,904 | 258 | 145 | 0 |
| 31 Mar 24 | 1,727 | 222 | 141 | 0 |
| 31 Dec 23 | 1,702 | 214 | 142 | 0 |
| 30 Sep 23 | 1,707 | 78 | 89 | 0 |
| 30 Jun 23 | 1,637 | 215 | 95 | 0 |
| 31 Mar 23 | 1,984 | 308 | 174 | 0 |
| 31 Dec 22 | 2,249 | 227 | 235 | 0 |
| 30 Sep 22 | 2,308 | 440 | 242 | 0 |
| 30 Jun 22 | 2,051 | 189 | 247 | 0 |
| 31 Mar 22 | 1,815 | 14 | 164 | 0 |
| 31 Dec 21 | 1,332 | -78 | 157 | 0 |
| 30 Sep 21 | 1,034 | -169 | 133 | 0 |
| 30 Jun 21 | 1,060 | -177 | 119 | 0 |
| 31 Mar 21 | 803 | -320 | 122 | 0 |
| 31 Dec 20 | 804 | -412 | 157 | 0 |
| 30 Sep 20 | 980 | -455 | 251 | 0 |
| 30 Jun 20 | 1,112 | -402 | 266 | 0 |
| 31 Mar 20 | 1,380 | -186 | 290 | 0 |
| 31 Dec 19 | 1,499 | -56 | 291 | 0 |
| 30 Sep 19 | 1,359 | 166 | 319 | 0 |
| 30 Jun 19 | 1,245 | 23 | 388 | 0 |
| 31 Mar 19 | 1,064 | -97 | 425 | 0 |
| 31 Dec 18 | 895 | -94 | 401 | 0 |
| 30 Sep 18 | 772 | -402 | 326 | 0 |
| 30 Jun 18 | 681 | -339 | 266 | 0 |
| 31 Mar 18 | 602 | -244 | 206 | 0 |
| 31 Dec 17 | 578 | -223 | 284 | 0 |
| 30 Sep 17 | 547 | -157 | 317 | 0 |
| 30 Jun 17 | 443 | -154 | 348 | 0 |
| 31 Mar 17 | 352 | -254 | 370 | 0 |
| 31 Dec 16 | 310 | -284 | 290 | 0 |
| 30 Sep 16 | 276 | -203 | 240 | 0 |
| 30 Jun 16 | 326 | -83 | 198 | 0 |
| 31 Mar 16 | 400 | -50 | 197 | 0 |
| 31 Dec 15 | 447 | -70 | 293 | 0 |
| 30 Sep 15 | 503 | 34 | 315 | 0 |
質の高い収益: KOSは現在利益が出ていません。
利益率の向上: KOSは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: KOSは利益が出ておらず、過去 5 年間で損失は年間25.8%の割合で増加しています。
成長の加速: KOSの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: KOSは利益が出ていないため、過去 1 年間の収益成長をOil and Gas業界 ( 16.5% ) と比較することは困難です。
株主資本利益率
高いROE: KOSは現在利益が出ていないため、自己資本利益率 ( -158.17% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/31 17:55 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kosmos Energy Ltd. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Thomas Driscoll | Barclays |
| Subhasish Chandra | Benchmark Company |
| Ilkin Karimli | Berenberg |